Samjo Management’s Exelon EXC Stock Holding History

Samjo Management’s Portfolio EXC Stock Details EXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.3M	Hold	26,600	–	–	0.56%	41
2025 Q4	$1.16M	Sell	26,600 -500	-2%	-$22.8K	0.45%	44
2025 Q3	$1.22M	Hold	27,100	–	–	0.47%	43
2025 Q2	$1.18M	Hold	27,100	–	–	0.5%	41
2025 Q1	$1.25M	Hold	27,100	–	–	0.53%	39
2024 Q4	$1.02M	Hold	27,100	–	–	0.38%	37
2024 Q3	$1.1M	Hold	27,100	–	–	0.38%	38
2024 Q2	$938K	Hold	27,100	–	–	0.35%	38
2024 Q1	$1.02M	Hold	27,100	–	–	0.36%	35
2023 Q4	$973K	Buy	+27,100	New	+$1.04M	0.34%	32

Other funds holding EXC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Samjo Management's EXC Position: Q1 2026 in Review

Samjo Management held its Exelon (EXC) position steady in Q1 2026 at 26,600 shares worth $1.3M. The position accounts for 0.56% of the portfolio, ranked #41.

Samjo Management first reported a position in EXC in Q4 2023 and has held it in 10 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Samjo Management held 26,600 shares of Exelon worth $1.3M as of Q1 2026.
Samjo Management left its Exelon share count unchanged in Q1 2026.
Exelon made up 0.56% of Samjo Management's portfolio in Q1 2026, its #41 holding.
Samjo Management first reported a position in Exelon in Q4 2023 and has held it in 10 quarters since.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Samjo Management's 13F filing for Q1 2026, filed 15 May 2026.